Denise Schachne (CRD# 1205554) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Los Angeles, CA and has over 20 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2019 - Current | 4 |
| Goldstein Financial Group | Los Angeles, CA | Jun 2019 - Current | 4 |
| Brentwood Financial Advisors | Los Angeles, CA | Jun 2019 - Current | 4 |
| Oppenheimer & Company Inc. | Los Angeles, CA | Apr 2018 - Jun 2019 | 1 |
| Rbc Capital Markets, LLC | Beverly Hills, CA | Oct 2016 - Apr 2018 | 1 |
| Unemployed | North Hollywood, CA | Jun 2016 - Sep 2016 | < 1 |
| J.p. Morgan Securities LLC | Los Angeles, CA | Nov 2014 - Jun 2016 | 1 |
| Jpmorgan Chase Bank Na | Los Angeles, CA | Nov 2014 - Jun 2016 | 1 |
| Unemployed | North Hollywood, CA | Aug 2014 - Nov 2014 | < 1 |
| Ubs Financial Services Inc. | Century City, CA | Jun 2002 - Aug 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
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- Educational seminars/workshops
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